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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Filed as: UBS INVESTMENTS Service code 51 · EIN 13-2638166 | Investment Mgmt Fees | $106,502 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 | Contract Administrator | $64,218 |
ARGENT FINANCIAL GROUP9+ years Service code 21 · EIN 72-1480307 500 EAST REYNOLDS DRIVE · RUSTON, LA 71270 | Bank Trustee | $46,150 |
FORVIS, LLP3 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $23,520 |
Filed as: STOUT RISIUS ROSS, INC. Service code 34 · EIN 38-3003685 4000 TOWN CENTER · SOUTHFIELD, MI 48075 | Valuation (appraisals, etc.) | $20,548 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,576 | $88,479-7.8% | $96,515-15.5% | $80,157+1.8% |
| Participation rate | 99.5% | 79.9%+19.6pp | 74.3%+25.1pp | 72.9%+26.6pp |
| Annual return | 21.85% | 22.53%-0.7pp | 35.73%-13.9pp | 40.39%-18.5pp |
| Employer contribution / active EE | $6,198 | $4,177+48.4% | $3,740+65.8% | $2,977+108.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,015-100.0% |
| Admin fee / account holder | $168 | $211-20.4% | $6,735-97.5% | $145+16.1% |